Shirley Horner signed Vantage Systems Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vantage Systems Inc.'s EIN is 52-1795685.
Download the official 2024 Form 5500 (PDF) for Vantage Systems Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vantage Systems Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALUEWEALTH SERVICES, LLC | 03-0540423 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GS INCOME BUILDER A | Registered Investment Companies | — | — | $2.3M | 17.7% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.6M | 12.1% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $1.1M | 8.3% | |
| FED HERM ADJ RATE A | Registered Investment Companies | — | — | $931K | 7.2% | |
| FIDELITY ADV STOCK SEL SC A | Registered Investment Companies | — | — | $779K | 6.0% | |
| FEDERATED MDT MIDCAP GROWTH A | Registered Investment Companies | — | — | $559K | 4.3% | |
| FID ADVISOR SEMICONDUCTOR A | Registered Investment Companies | — | — | $526K | 4.1% | |
| GS GROWTH STRATEGY - A | Registered Investment Companies | — | — | $426K | 3.3% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $372K | 2.9% | |
| FIDELITY ADVISOR BALANCED A | Registered Investment Companies | — | — | $369K | 2.8% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $347K | 2.7% | |
| FIDELITY ADVISOR GROWTH OPPS A | Registered Investment Companies | — | — | $313K | 2.4% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $290K | 2.2% | |
| AMERICAN CENTURY SM CAP GRTH-A | Registered Investment Companies | — | — | $275K | 2.1% | |
| BNY MELLON WORLDWIDE GROWTH A | Registered Investment Companies | — | — | $269K | 2.1% | |
| DWS SMALL CAP CORE A | Registered Investment Companies | — | — | $265K | 2.0% | |
| INVESCO VALUE OPPORTUNITIES A | Registered Investment Companies | — | — | $247K | 1.9% | |
| VICTORY PIONEER A | Registered Investment Companies | — | — | $177K | 1.4% | |
| VICTORY RS GLOBAL A | Registered Investment Companies | — | — | $152K | 1.2% | |
| RYDEX ELECTRONIC A | Registered Investment Companies | — | — | $150K | 1.2% | |
| JAN HENDERSON GL LIFE SCI A | Registered Investment Companies | — | — | $145K | 1.1% | |
| PIMCO STOCKSPLUS INTL A | Registered Investment Companies | — | — | $136K | 1.1% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $111K | 0.9% | |
| EATON VANCE EMERG&FRNTR C EQ A | Registered Investment Companies | — | — | $108K | 0.8% | |
| FID ADV INT CAP APP A | Registered Investment Companies | — | — | $107K | 0.8% | |
| FID ADVISOR INDUSTRIALS A | Registered Investment Companies | — | — | $103K | 0.8% | |
| EATON VANCE STRATEGIC INCOME A | Registered Investment Companies | — | — | $93K | 0.7% | |
| EV SHORT DUR INFLATION-PR INC | Registered Investment Companies | — | — | $72K | 0.6% | |
| PIMCO LOW DURATION INCOME A | Registered Investment Companies | — | — | $69K | 0.5% | |
| COLUMBIA REAL ESTATE EQ - A | Registered Investment Companies | — | — | $61K | 0.5% | |
| CALVERT CORE BOND FUND - A | Registered Investment Companies | — | — | $49K | 0.4% | |
| INVESCO GOLD & SPEC MIN -A | Registered Investment Companies | — | — | $48K | 0.4% | |
| GS ENHANCED US EQ A | Registered Investment Companies | — | — | $45K | 0.3% | |
| VICTORY NASDAQ-100 INDEX A | Registered Investment Companies | — | — | $45K | 0.3% | |
| FID ADV ENERGY A | Registered Investment Companies | — | — | $41K | 0.3% | |
| BRANDYWINE GLBL CORP CREDIT A | Registered Investment Companies | — | — | $36K | 0.3% | |
| JH RESPONSIBLE INTL DIV A | Registered Investment Companies | — | — | $32K | 0.2% | |
| HOTCHKIS AND WILEY | Registered Investment Companies | — | — | $32K | 0.2% | |
| JANUS HENDERSON CONTRARIAN - A 604 REGISTERED INVESTMENT COMPANY GOLDMAN SACHS FIN SQ GOVT A | Registered Investment Companies | — | — | $26K | 0.2% | |
| EATON VANCE TAX MGD EQ ALLOC A | Registered Investment Companies | — | — | $25K | 0.2% | |
| FEDERATED HERMES INTL SMALLMID | Registered Investment Companies | — | — | $20K | 0.2% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $14K | 0.1% | |
| DAVIS FINANCIAL FUND - A | Registered Investment Companies | — | — | $14K | 0.1% | |
| FIDELITY ADVISOR UTILITIES A | Registered Investment Companies | — | — | $12K | <0.1% | |
| CALVERT INCOME FUND - A | Registered Investment Companies | — | — | $11K | <0.1% | |
| H&W SMCAP VAL FUND A | Registered Investment Companies | — | — | $8K | <0.1% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMC GLOBAL RE - A | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFDS 2065 TARG DATE RET R4 0 REGISTERED INVESTMENT COMPANY EATON VANCE GREATER INDIA A | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $9K |
| — |
